ATC

Adirondack Trust Company Portfolio holdings

AUM $304M
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Sells

1 +$572K
2 +$449K
3 +$239K
4
AAPL icon
Apple
AAPL
+$237K
5
SYK icon
Stryker
SYK
+$190K

Sector Composition

1 Technology 20.77%
2 Healthcare 7.12%
3 Financials 7.12%
4 Consumer Discretionary 6.58%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTC icon
401
Toro Company
TTC
$9.82B
$7.87K ﹤0.01%
100
PAYX icon
402
Paychex
PAYX
$34.4B
$7.74K ﹤0.01%
69
FRMI
403
Fermi Inc
FRMI
$5.27B
$7.72K ﹤0.01%
+965
ATI icon
404
ATI
ATI
$22.2B
$7.57K ﹤0.01%
66
SPG icon
405
Simon Property Group
SPG
$66B
$7.4K ﹤0.01%
40
WT icon
406
WisdomTree
WT
$2.46B
$7.31K ﹤0.01%
600
MCO icon
407
Moody's
MCO
$83.5B
$7.15K ﹤0.01%
+14
TRU icon
408
TransUnion
TRU
$14.9B
$6.69K ﹤0.01%
+78
VKTX icon
409
Viking Therapeutics
VKTX
$3.71B
$6.61K ﹤0.01%
188
UPST icon
410
Upstart Holdings
UPST
$2.71B
$6.56K ﹤0.01%
150
EEFT icon
411
Euronet Worldwide
EEFT
$3.13B
$6.32K ﹤0.01%
+83
MARA icon
412
Marathon Digital Holdings
MARA
$3.33B
$6.29K ﹤0.01%
+701
HDB icon
413
HDFC Bank
HDB
$156B
$6.28K ﹤0.01%
+172
CME icon
414
CME Group
CME
$114B
$6.28K ﹤0.01%
23
MTN icon
415
Vail Resorts
MTN
$4.88B
$6.24K ﹤0.01%
47
IMVP
416
Invesco India ETF
IMVP
$171M
$6.2K ﹤0.01%
+255
RMNI icon
417
Rimini Street
RMNI
$338M
$6.07K ﹤0.01%
1,565
LUNR icon
418
Intuitive Machines
LUNR
$2.51B
$6K ﹤0.01%
370
AMKR icon
419
Amkor Technology
AMKR
$11B
$5.92K ﹤0.01%
150
B
420
Barrick Mining
B
$76B
$5.88K ﹤0.01%
135
OKLO
421
Oklo
OKLO
$9.69B
$5.67K ﹤0.01%
+79
PGX icon
422
Invesco Preferred ETF
PGX
$3.96B
$5.62K ﹤0.01%
500
RBLX icon
423
Roblox
RBLX
$46.8B
$5.59K ﹤0.01%
69
WFG icon
424
West Fraser Timber
WFG
$5.13B
$5.56K ﹤0.01%
+91
VPU icon
425
Vanguard Utilities ETF
VPU
$8.67B
$5.55K ﹤0.01%
30